Action Point Financial Planning’s ProShares Ultra Materials UYM Stock Holding History

Action Point Financial Planning’s Portfolio UYM Stock Details UYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13K	Buy	+437	New	+$13.3K	﹤0.01%	1336

Other funds holding UYM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

GFA

Godfrey Financial Associates Glenmont, New York $131M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $371M AUM 16.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Action Point Financial Planning's UYM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in ProShares Ultra Materials (UYM) in Q2 2026: 437 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

12 funds tracked by Wall St. Rank hold UYM as of Q2 2026.

Action Point Financial Planning held 437 shares of ProShares Ultra Materials worth $13K as of Q2 2026.
ProShares Ultra Materials was a new Action Point Financial Planning position in Q2 2026.
ProShares Ultra Materials made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1336 holding.
12 funds tracked by Wall St. Rank held ProShares Ultra Materials as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.